Lifeworks Advisors’s Newmont NEM Stock Holding History

Lifeworks Advisors’s Portfolio NEM Stock Details NEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-8,178	Closed	-$476K	–	338
2025 Q2	$476K	Buy	+8,178	New	+$437K	0.07%	201

Other funds holding NEM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lifeworks Advisors's NEM Position: Q3 2025 in Review

Lifeworks Advisors sold out of Newmont (NEM) in Q3 2025, closing a stake of 8,178 shares — an estimated $476K sold.

Lifeworks Advisors first reported a position in NEM in Q2 2025 and held it in 1 quarter. The position peaked at $476K in Q2 2025. 1,529 funds tracked by Wall St. Rank hold NEM as of Q3 2025.

Lifeworks Advisors reported no remaining Newmont position as of Q3 2025 after selling out during the quarter.
Lifeworks Advisors sold 8,178 Newmont shares in Q3 2025, an estimated $476K.
Lifeworks Advisors first reported a position in Newmont in Q2 2025 and held it in 1 quarter.
Lifeworks Advisors's Newmont position peaked at $476K in Q2 2025.
1,529 funds tracked by Wall St. Rank held Newmont as of Q3 2025.

Based on Lifeworks Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.